05.25
The Order Book Hits the Tape
The AI power buildout has moved from forecast to order book. The richest companies in the world are prepared to spend almost without limit. They have discovered that money cannot manufacture time.
Lng supply × Gas turbine orders
LNG supply and gas turbine orders pair through the LNG refrigeration trains that Mitsubishi, GE Vernova, and Siemens are also building for power generation. Post 054 names the Qatar Facility E award as the latest example.